Enrolment dashboard > Financial tile > Agent Tab Add/Update Agent

A Financial tile on the Enrolment Dashboard offers functions to Add and update agent linked to an enrolment. To perform this, you have to select the Add/Update Agent option from the Agent’s tab burger menu.

Important – If you need to change or edit the agent then make sure that there are no payments that have been made for the agent in this enrolment, if the payments have already been made then you have to go to the Agent financial screen and delete the payment by selecting the delete button.